Where does Dana L. Wilson work?

Dana L. Wilson is Founder & CEO of CHIP Professionals.

What companies did Dana L. Wilson found?

Dana L. Wilson founded CHIP Professionals.

Where did Dana L. Wilson go to school?

Dana L. Wilson studied at Penn State University (Corporate Innovation & Entrepreneurship); Penn State University (Executive MBA, Strategic Leadership); NYU School of Professional Studies (CFP Professional Program, Financial Planning and Services).

Dana L. Wilson

Founder

Founder & CEO at CHIP Professionals

New York City Metropolitan Area

FoundedCHIP Professionals

Find your path to Dana

45 people in our graph share verified history with Dana — schools, employers, funds. One of them is your warm intro.

Connor DellapinaunlockedDana: together at Penn State University (2021)

×4Dana: together at Penn State University

×7Dana: together at NYU School of Professional Studies

About

Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a platform that connects individuals and entrepreneurs with vetted financial professionals—including financial planners, tax strategists, estate attorneys, and coaches—and provides infrastructure to help those relationships coordinate around a shared strategy. She has a background in financial services and hosts the eQuity bluePrint Podcast. Wilson speaks on topics including the future of financial advice, financial coordination, and wealth access.

Founder & CEO at CHIP Professionals

Intro paths

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In turn, Dana can intro founders to CHIP Professionals's investors below.

CHIP Professionals's investors · 1

Andreessen HorowitzMenlo Park · $500K – $50M checks

Experience

the eQuity bluePrint PodcastPodcast Hostcurrent2025 — present
Dana DisruptsProfessional Speaker & Consultantcurrent2020 — present
CHIPCEO & Foundercurrent2019 — present
Manhattan Wealth Management GroupInvestment Advisor2018 — 2021New York City Metropolitan Area
Founder GymFG Graduate | Cohort 142020New York City Metropolitan Area
Active Financial PlanningFounder | Investment Advisor2018
Papillon Financial, LLCOwner | Managing Partner | Investment Advisor2013 — 2017New York City Metropolitan Area
Cabot Lodge SecuritiesFinancial Advisor2012 — 2013New York, New York
Merrill LynchFinancial Advisor2012Wayne, NJ
State Farm ®Financial Services Rep2009 — 2011
SunTrust Investment Services, Inc.Investment Associate2008 — 2009
SunTrust Investment Services, Inc.Financial Services Representative2006 — 2007
Chase Media Inc.Marketing/Advertising Intern2006
Radio One of RaleighMarketing/ Sales Intern2005

Skills & more

StrategyCommunicationProblem SolvingStrategic PartnershipsInnovation ManagementInnovation DevelopmentTechnological InnovationStart-up VenturesVenture CapitalNew Venture LaunchFinancial InclusionCross-functional Team Leadership

+11 more

Commercial BankingInvestmentsSeries 7Mutual FundsFixed IncomeRetirement PlanningMortgage LendingFinancial AnalysisFinanceEquitiesFinancial Services

Series 63 — FINRA
Series 66 — FINRA
Series 7 — FINRA
Columbia University Executive Education | Disrupting with Fintech (Live Online): Strategies, Tools, and Executable Frameworks for Change — Columbia University

From Dana's professional profile.

Frequently asked questions

Who is Dana L. Wilson?: Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a platform that connects individuals and entrepreneurs with vetted financial professionals—including financial planners, tax strategists, estate attorneys, and coaches—and provides infrastructure to help those relationships coordinate around a shared strategy. She has a background in financial services and hosts the eQuity bluePrint Podcast. Wilson speaks on topics including the future of financial advice, financial coordination, and wealth access.
Where does Dana L. Wilson work?: Dana L. Wilson is Founder & CEO of CHIP Professionals.
What companies did Dana L. Wilson found?: Dana L. Wilson founded CHIP Professionals.
Where did Dana L. Wilson go to school?: Dana L. Wilson studied at Penn State University (Corporate Innovation & Entrepreneurship); Penn State University (Executive MBA, Strategic Leadership); NYU School of Professional Studies (CFP Professional Program, Financial Planning and Services).

Founder mafias

Penn State University mafia152

Also came through, then founded or led a company.

Jeffrey StaubBachelor of Science (BS)Founded Solis Agrosciences +2 Ash AshutoshMastersFounded Actifio +1 Queen Chinyere QuinnB.A.Founded Oathafrica +1 Kaitlyn KnoppB.A. Visual CommunicationsFounded Pequity +1 Steven WelchBachelor of Science (BS)Founded Restore +1 Rick NucciBSFounded Guru +1

+ 145 more

NYU School of Professional Studies mafia5

Also came through, then founded or led a company.

Stephanie RiebenCertificateFounded Diademcapital William CallahanCertified Financial Planner (CFP) Professional ProgramFounded aVenture Norimitsu ShidaData AnalyticsFounded Torana Ricardo SalgadoComputer Software EngineeringFounded Load smart

North Carolina Central University mafia2

Also came through, then founded or led a company.

Jasmine Crowe-HoustonBAFounded Goodr

Same school

Also attended Penn State University505

Kelly DonovanExecutive Assistant & Operations Associate, Revolution Growth at Revolution Fallon GoodeExecutive Assistant at March Capital Partners Cristina HohlmanPartner, Chief Financial Officer at Sapphire Ventures Nick DolikInvestor at 8VC Robert SoffelRevOps Expert at Notion Capital Louis BernemanFounding Partner at Osage University Partners

+ 499 more

Also attended NYU School of Professional Studies23

Sofia GarciaCFO at Cantos Ventures Maya MakkawiVP, Partnerships & Operations at Acumen America James C. MurrayPartner, J.D. at ExSight Ventures Tina Di CiccoVenture Partner at Investible Climate Tech Fund Jeff TangowskiExecutive Vice President of Technology at AlphaPoint Christa Maria SchanzBusiness & Account Executive at Hmsa

+ 17 more

Also attended North Carolina Central University5

Jasmine Crowe-HoustonFounder at Goodr Carmelo R. MontalvoChief Executive Officer at Aethl Bio Melissa RaynerExecutive Officer at Kiyatec STEPHEN W. KEENEExecutive Officer at Carolina Complete Health Network Christopher PeayFounder at Cxmmunity

Shared employers

Also worked at Founder Gym2

Darye HenryCEO at AfterSchool HQ Jamela PetersonFounder & Director of Operations at SocialPreneur Lab

Also worked at Merrill Lynch846

Hans TungManaging Partner at Notable Capital Anthony LinHead of Intel Capital, Corporate Vice President at Intel Capital NoorPartner at Clear Ventures Kesha CashFounder & General Partner at Impact America Fund Aftab MathurManaging Director at Temasek at Golden Gate Ventures Andrew WallaceVice President, Revolution Growth at Revolution

+ 840 more

Also worked at State Farm ®26

Matt AdamczykTechnologist in Residence at TitletownTech Edmundo PichardoOffice Manager at Speedinvest Han LeePhysical AI Fellow at Climactic Christopher O'DoreSenior Associate at Advance Venture Partners Devin WingfieldInvestor at High Street Equity Partners Nikki OrthDirector of Operations & Finance at 2Flo Ventures

+ 20 more